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Phillips 66
PSX

935 hedge funds and large institutions have $24.8B invested in Phillips 66 in 2013 Q2 according to their latest regulatory filings, with 935 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $534M | Put options by funds: $235M

68.07% more ownership

Funds ownership: 0% → 68.07% (+68%)

Holders
935
Holders Change
+935
Holders Change %
–
% of All Funds
30.51%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
935
Increased
–
Reduced
–
Closed
–
Calls
$534M
Puts
$235M
Net Calls
+$299M
Net Calls Change
+$299M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
651
Private Harbour Investment Management & Counsel
Ohio
$477K +$509K +8,100 New
Jane Street
652
Jane Street
New York
$469K +$500K +7,954 New
IAM
653
Impala Asset Management
Florida
$467K +$498K +7,925 New
NPC
654
National Planning Corporation
California
$465K +$495K +7,882 New
1SB
655
1ST Source Bank
Indiana
$465K +$495K +7,885 New
GDF
656
Graham & Dodd Fund
New York
$464K +$495K +7,876 New
AFIA
657
America First Investment Advisors
Nebraska
$463K +$493K +7,853 New
OA
658
Oxbow Advisors
Texas
$463K +$494K +7,854 New
CBB
659
Citizens Business Bank
California
$463K +$494K +7,860 New
BSWMG
660
Barrington Strategic Wealth Management Group
Illinois
$462K +$492K +7,836 New
AIP
661
Advanced Investment Partners
Florida
$457K +$490K +7,799 New
OPTFSNA
662
Old Point Trust & Financial Services N A
Virginia
$452K +$483K +7,679 New
WCBA
663
Weaver C. Barksdale & Associates
Tennessee
$450K +$480K +7,636 New
FIM
664
Fruth Investment Management
Texas
$447K +$478K +7,604 New
PPSG
665
Princeton Portfolio Strategies Group
New Jersey
$446K +$476K +7,568 New
FM
666
Forward Management
California
$446K +$476K +7,581 New
GLI
667
Guardian Life Insurance
New York
$441K +$470K +7,487 New
RGC
668
Roberts, Glore & Co
Illinois
$440K +$470K +7,474 New
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$438K +$467K +7,440 New
GIA
670
GHP Investment Advisors
Colorado
$436K +$465K +7,399 New
GF
671
Goodman Financial
Texas
$435K +$464K +7,382 New
BC
672
BMI Capital
New York
$435K +$464K +7,387 New
WIS
673
Wright Investors Service
Connecticut
$433K +$462K +7,357 New
KFS
674
KMS Financial Services
Washington
$433K +$462K +7,360 New
WTC
675
WhitTier Trust Company
Nevada
$429K +$457K +7,279 New
25 26
27
28 29

PSX Hedge Fund Activity: Q2 2013 in Review

935 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2013, worth a combined $24.8B.

Buyers outnumbered sellers: 935 funds opened new PSX positions and 0 closed out — a net gain of 935 holders — while 0 added to existing stakes and 0 trimmed.

  • 935 institutional investors held Phillips 66 (PSX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $24.8B of Phillips 66 stock for Q2 2013.
  • 935 funds opened new Phillips 66 positions in Q2 2013 and 0 closed out, a net change of +935 holders.

Based on aggregated 13F filings for Q2 2013.